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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,890 | $77,816+14.2% | $123,549-28.1% | $64,181+38.5% |
| Participation rate | 67.7% | 74.7%-7.0pp | 82.3%-14.6pp | 69.6%-1.8pp |
| Annual return | 0.15% | 12.49%-12.3pp | 119.20%-119.1pp | 7.63%-7.5pp |
| Employer contribution / active EE | $531 | $3,014-82.4% | $4,628-88.5% | $2,381-77.7% |
| Participant deferral / active EE | $4,125 | $5,240-21.3% | $6,426-35.8% | $3,470+18.9% |
| Admin fee / account holder | $1 | $5,519-100.0% | $9,284-100.0% | $4,887-100.0% |